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Getting Started

Gather information you will need to open your account:

Account owner’s name, address, state-issued identification information (such as a driver's license) and Social Security number

Beneficiary’s name, address, Social Security number and date of birth

Designated survivor’s name, address and Social Security number

Information about other individuals you wish to access the account

Information about the bank account you wish to use for initial and ongoing contributions

Open an account to start your savings.

Open an account at or by calling your financial advisor